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Our Investigation Plan Template provides a clear structure for conducting fair, thorough, and compliant workplace investigations, ensuring consistency and efficiency.
This document sets out the framework for conducting a fair, thorough, and impartial investigation.
The investigation will be carried out in line with relevant policies and procedures, ensuring that all parties involved are treated with respect and confidentiality.
The investigator will gather facts, review evidence, and conduct interviews to establish findings that will inform any next steps.
| Investigator: | [Name of Investigator] [Job Title/Role] |
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Terms of reference:
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For more value, this is also found in our Full library and Investigation templates toolkit
The Investigation Plan Template provides a structured framework for conducting workplace investigations in line with the ACAS guide to workplace investigations.
It outlines key steps, including defining the scope, identifying witnesses, gathering evidence, and setting timelines.
This template ensures a fair, thorough, and legally compliant investigation process, supporting informed decision-making and procedural transparency.
Check which resources should be implemeted before and/or after the Investigation plan template, to understand the workflow.
Our Grievance Investigation Confirmation Letter ensures a transparent process, confirming receipt and initiation of grievance investigation promptly.
If an employee is suspected of misconduct, the employer must carry out a fair and proper investigation into the allegations and determine the facts of the case through gathering evidence.
Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.
Yes, all of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
If you're looking for broader support, we also offer toolkits and library bundles that include the Investigation plan template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
AI-generated templates can be useful as a starting point, but they may not reflect current UK employment legislation, your organisation's specific circumstances, or the wider HR process. This professionally drafted template has been prepared using current UK employment law and HR best practice, helping reduce the need for significant amendments.
Investigation toolkit
9 templates
£34.90
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